Hybrid Home Equity Loan Processor – Growth & Impact

Trumark Credit Union; Fort Washington (Montgomery County); Hybrid; USD 58,000 - 72,000; Full time

Benefits offered by this job

Flexibility & Balance

Opportunities to Grow

Benefits That Matter

A Purpose-Driven Culture

Job summary

Trumark Credit Union in Fort Washington, PA is seeking a Home Equity Loan Processor to support the Consumer Lending team. This full-time role blends in-office presence with two days remote, handling loan applications, documentation, disclosures, and liaison with members, officers, and third parties.

You will review and process home equity files, ensure compliance with lending regs, and educate members on the process while identifying opportunities for additional products.

Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Minimum of two years experience in consumer loan processing or underwriting support.
• Must maintain registration with NMLS as a Mortgage Loan Originator (MLO).
• Experience with loan documentation, lending regulations, and LOS is preferred.

Responsibilities

• Review home equity loan applications and supporting documents for completeness, accuracy, and compliance.
• Coordinate with members, loan officers, underwriters, and vendors to obtain required documentation.
• Prepare and distribute required lending disclosures per federal and state regulations.
• Order and review appraisals, flood certifications, title searches, and other loan docs.
• Perform quality checks on loan files prior to underwriting and closing.
• Manage a pipeline of home equity applications and follow up on outstanding items.
• Document member and vendor communications in the LOS.
• Prepare loan files for closing and ensure documentation is completed and disbursed.
• Educate members on the loan process, required docs, and next steps.
• Identify opportunities to connect members with additional financial products.

Skills

Attention to detail

Communication

Time management

Microsoft Office

NMLS familiarity

Education

High school diploma or equivalent

Associate or bachelor’s degree preferred

Tools

Loan Origination System (LOS)

Microsoft Office

Job description

Trumark Credit Union in Fort Washington, PA is seeking a Home Equity Loan Processor to support the Consumer Lending team. This full-time role blends in-office presence with two days remote, handling loan applications, documentation, disclosures, and liaison with members, officers, and third parties.

You will review and process home equity files, ensure compliance with lending regs, and educate members on the process while identifying opportunities for additional products.